If you are looking for knowledgeable assistance with your financial plan and investments, Smith Barney Financial Consultants, Dennis Beck, Jim Workman, and Lisa Thorpe have the knowledge, experience, and resources to help you invest wisely and achieve your financial goals.

Through an in depth conversation they will examine your current financial standing, identify your financial needs, and define your attitudes toward risk. Based on the information gathered, they will recommend specific strategies and investments that are appropriate for your situation. They proactively provide counsel about asset allocation, estate planning strategies, retirement plans for businesses and individuals, cash flow strategies, college savings options, and hedging risk.

 Smith Barney offers a full range of investment products including individually managed accounts, mutual funds, stocks, bonds, FDIC-insured certificates of deposit, annuities and insurance. They also provide in-depth research on equities and professional money managers. They aim to establish long-lasting relationships with their clients by maintaining the highest standards of professionalism and integrity.